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SBI Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2263 Cr | ₹37457 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 31 Aug 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | 39.82% |
| Expense Ratio | 2.04 | 1.57 |
| Manager | Ritika Behera | Pradeep Kesavan |
| ISIN Code | INF194KA1UE8 | INF200KA1Y40 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 1.86% | 2.72% |
| 6 Month | 5.17% | 5.29% |
| 1 Year | 5.69% | 7.87% |
| 3 Year | 10.69% | 14.01% |
| 5 Year | 10.52% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.55% | 3.5% |
| 1 Year | 9.34% | 12.46% |
| 3 Year | 10.59% | 12.69% |
| 5 Year | 9.79% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 8.72% | 13.41% |
| 3 Year | 8.7% | 13.32% |
| 5 Year | 9.19% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 6.54% | 6.18% |
| Sharp | 0.59% | 1.10% |
| Beta | 0.88% | 0.85% |
| Alpha | -0.60% | 2.48% |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Ritika Behera | Pradeep Kesavan |
| Total AUM | ₹43013 Cr | ₹434274 Cr |
| Funds Managed | 19 | 43 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 26.13 | 34.24 |
| Large Cap | 53.66 | 55.38 |
| Small Cap | 9.5 | 3.22 |
| Mid Cap | 10.71 | 7.16 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 19.08 | 31.05 |
| Communication Services | 6.33 | 3.36 |
| Energy | 3.19 | 8.93 |
| Technology | 8.77 | 4.23 |
| Financial Services | 25.64 | 18.29 |
| Basic Materials | 4.21 | 4.98 |
| Consumer Defensive | 6.31 | 4.44 |
| Industrials | 6.16 | 4.65 |
| Consumer Cyclical | 9.68 | 6.84 |
| Healthcare | 7.02 | 3.41 |
| Real Estate | 1.92 | 3.94 |
| Utilities | 1.7 | 5.87 |
Top Comparisons
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.06%
LIC MF Flexi Cap Fund-Growth
3Y Returns15.72%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns10.25%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.7%
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.96%
HSBC Liquid Fund - Regular Growth
3Y Returns6.99%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.29%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.59%
